Senior Accountant overseeing financial close, reporting, tax filings, and audits for Innergex, an independent renewable energy producer. Improving accounting processes and systems while supporting budgeting and financial analysis.
About the role
- Personal Finance Advisor managing client relationships and providing tailored financial solutions in Saint-Laurent. Collaborating with clients to achieve their financial goals and ensuring satisfaction.
Responsibilities
- Advise members and clients on the best strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices in your field
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Available to travel to the service centres of Caisse Desjardins des travailleuses et travailleurs unis
- Available to work Monday to Friday, including one evening per week
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
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